Client Portal

Give every client their own workspace.

One secure client experience for projects, documents, invoices, conversations, and proposals — where applicable, clients can review and act on proposals right from their portal too.

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One link, everything a client needs

A simple experience that reflects well on you.

Your client opens one link, verifies it's them, and sees exactly where things stand: contract signed, deposit paid, which milestone is in progress, and what's waiting on their approval. No account to manage, nothing extra to explain.

Verified access via a one-time code sent to their email — no password to remember
Project progress shown plainly: signed, paid, in progress, or complete
Deliverables they can approve or send back, right from the portal

app.helmbase.app/portal/jordan-lee

Rivera Studio — Client Portal

Jordan Lee

$3,500.00 outstanding

Lee & Co — Website RedesignActive

✓ Contract signed ✓ Deposit paid · Milestone 3 of 4 in progress

OverviewDocumentsInvoicesFilesConversation

Needs your input

Interior page templates — deliverable to review

Request changesApprove

What clients see

Everything they need, nothing they don't.

Projects

Clients see relevant project status and progress — no “how's it going?” email needed.

Documents

Contracts and relevant files, accessible anytime, no separate request.

Invoices

Clients can view invoices and payment status directly.

Conversations

Message your team from the same place they check everything else.

Run your client operation with Helmbase.

Set up your workspace in minutes. Free during early access, no credit card required.

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